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Pambayan M
Series 63, Series 65
Melville, NY
Guardian Life
Pambayan Meyyan is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life since 2015 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses, offering tailored financial planning and consulting through both advisor-led discretionary management and model-based strategies.
Joseph G
Series 63, Series 65
Kings Park, NY
Kestra Advisory
Joseph Guercio is an investment advisor at Kestra Advisory with six years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory Services LLC since 2022, following prior roles within Kestra Investment Services LLC. Outside of his advisory work, he coaches a travel baseball team, providing training and development for players. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors.
Clifford G
Series 63, Series 65
Bay Shore, NY
Kestra Advisory
Clifford Giles is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at LPL Financial for nine years before joining Kestra in 2023. Giles is also involved as an insurance agent with Advisors Insurance Brokers. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers services like fiduciary consulting, plan design, and investment due diligence, supporting both discretionary and non-discretionary management approaches.
Michael D
ChFC®, Series 66
Melville, NY
VOYA Financial Advisors, Inc.
Michael Deamicis is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. He serves as Chapter Sponsorship Chair for the National Aging in Place Council and volunteers as a driver and spokesperson for the American Cancer Society. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies, offering both non-discretionary and limited discretionary management through a large network of advisers.
Daniel M
Series 63, Series 65
Bay Shore, NY
Kestra Advisory
Daniel Moruzzi is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at National Life, Equity Services, Metlife Securities, American Portfolios Financial Services, and Guardian Life. Outside of advisory work, he is involved in insurance product sales through his activities at Coastline Wealth Management and Prosperity Planning Solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.
Brian B
Series 63
Hauppauge, NY
Equity Services, inc.
Brian Byrne is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He has been with Equity Services and National Life since 2016. Outside of his advisory role, Byrne is involved in selling fixed insurance products through Eastern Advisory Group. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with the use of multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management options.
Davanan R
Series 66
Melville, NY
VOYA Financial Advisors, Inc.
Davanan Ramsumair is a financial advisor at VOYA Financial Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at VOYA since 2015. Ramsumair also served as an independent insurance agent focusing on fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement primarily non-discretionary investment management.
Christian K
Series 66
Huntington, NY
TD private Client Wealth LLC
Christian Kilian is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors, LLC and TD Bank N.A. Kilian attended Sacred Heart University from 2021 to 2025. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through its TD Managed Portfolios and related strategies.
Sandra S
Series 63
Melville, NY
Principal Financial Services
Sandra Salmon is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 30 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Inc. and OSAIC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers under multiple advisory and promoter arrangements.
Jason L
Series 63
Kings Park, NY
Kestra Advisory
Jason Lehrer is an investment advisor representative with Kestra Advisory Services, LLC, holding a Series 63 designation and over 17 years of industry experience. He has been with Kestra Advisory since 2016 and is also a partner at Main Street Financial Group, where he has worked since 2008. Outside of his advisory roles, Lehrer serves as the financial officer and treasurer for Kehilat Hadar, a religious organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and offers access to multiple management platforms and third-party managed solutions.
Helen C
Series 63
Melville, NY
VOYA Financial Advisors, Inc.
Helen Chambers is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 43 years of industry experience. Chambers has been with VOYA Financial Advisors since 2014. She is also active as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of representatives. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products with a combination of in-house and outside strategists.
Nicholas A
CFP®, Series 66
Melville, NY
Guardian Life
Nicholas Alfino is a CFP® and holds a Series 66 license, with 12 years of experience in financial services. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities for the past 10 years. Outside of his advisory role, he serves as president of the GAIN IBO Networking Group, focusing on maintaining and growing the organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based investment strategies, alongside access to proprietary programs, third-party solutions, and integrated financial planning services.
Sebastian M
Series 63
Hauppauge, NY
Equity Services, inc.
Sebastian Maruca is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY. He holds a Series 63 designation and has 29 years of industry experience. Maruca has been with Equity Services, Inc. and National Life since 2016. He serves as a board member for the Hicksville Chamber of Commerce. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and combining long-term strategies with options for shorter-term trading.
Kiana H
Series 66
Melville, NY
Janney Montgomery Scott
Kiana Hunter is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in financial services and retail, as well as a position at the Career Resource Center at the UB School of Management. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plans, and municipalities, offering a range of brokerage, financial planning, and advisory services.
Joel M
Series 63
Melville, NY
Guardian Life
Joel Moskowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 15 years of industry experience. He has been with Guardian Life since 2012 and with Park Avenue Securities since 2016. Outside of his advisory roles, he holds a minority ownership in RAG RFSNY LLC, a corporation related to disability insurance trail payments. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm blends advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Kevin D
Series 63, Series 65
Blue Point, NY
Planmember Securities Corporation
Kevin Donovan is a financial advisor with PlanMember Securities Corporation and holds the Series 63 and Series 65 licenses. He has six years of industry experience and is also president and CEO of Educators Tax Management, Inc., a tax preparation services firm. Additionally, he serves as a senior beach manager for the Town of Brookhaven. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.
Adrienne C
Series 63
Melville, NY
VOYA Financial Advisors, Inc.
Adrienne Cavallaro is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as the President of the Board for The Seton Foundation, which supports academic initiatives at Seton Catholic School. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a broad range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.
Alex S
Series 63, Series 66
Coram, NY
Empower Advisory Group
Alex Shvartsman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade, among others. He is currently based in Coram, NY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Joseph B
Series 63
Melville, NY
Principal Financial Services
Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Francis B
CFP®, ChFC®, Series 63
Melville, NY
Commonwealth Financial Network
Francis Becker II is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. He is also the owner of Frank J Becker Inc., an agency selling life, LTC, and annuities products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office support, including investment management, trading, technology, and compliance services.
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